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SPDR S&P Dividend shares owned by Keel Point

Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Keel Point from 13F filings

Historical chart of Keel Point investment in SPDR S&P Dividend

Tip: Access up to 7 years of quarterly data

All positions including SPDR S&P Dividend held by Keel Point consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR S&P Dividend by Keel Point

Quarter filed Position value Share count Share price at filing
2026-03-31 $367k 2.5k 145.97
2025-12-31 $350k 2.5k 139.13
2025-09-30 $490k 3.5k 140.05
2025-06-30 $465k 3.4k 135.73

More positions owned by Keel Point

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
State Str Spdr S&p 500 Etf T Tr Unit Call Option (SPY)
Netflix (NFLX)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Rus 1000 Etf (IWB)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Msci Eafe Etf (EFA)
Apple (AAPL)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (SPYM)
Amazon (AMZN)
Tesla Motors (TSLA)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for Keel Point

Top funds holding SPDR S&P Dividend

Bank of America Corporation
Morgan Stanley
Raymond James Financial
LPL Financial
Joel Isaacson & Co
Wells Fargo & Company
Royal Bank of Canada
UBS Group
Ameriprise Financial
Susquehanna International
Richard Bernstein Advisors
Envestnet Asset Management
MAI Wealth Advisors
Bank of New York Mellon
Commonwealth Equity Services

View all funds holding SPDR S&P Dividend